Xero Integrations
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Popular ways to use Xero workflows
Create Xero invoices when new Pipedrive deals reach certain stages
Create Xero invoices when new Pipedrive deals reach certain stagesPremiumCreate Xero invoices for new WooCommerce orders
Create Xero invoices for new WooCommerce ordersPremiumAdd new Mailchimp subscribers from new contacts in Xero
Add new Mailchimp subscribers from new contacts in XeroPremiumSend Gmail messages when new payments are received in Xero
Send Gmail messages when new payments are received in XeroPremium
Xero integration details
Use Xero with Zapier to take the repetitive, manual tasks out of accounting work. When events happen in other apps—like new orders created in Stripe—Zapier can automatically create invoices and update customer info in Xero. And when there are new bills or payments in Xero, you can set up Zapier integrations to send out emails, update your CRM, or perform thousands of other actions within the 1,000+ supported apps.
- New Bank TransactionTriggers when a new bank transaction is created.Trigger
- New BillTriggers when you add a new bill. (Accounts Payable)Trigger
- New ContactTriggers when you add a new contact.Trigger
- New PaymentTriggers when you receive a new payment.Trigger
- New Purchase OrderTriggers when a new purchase order is created or enters a status for the first time.Trigger
- New QuoteTriggers when a new quote is created.Trigger
- New Expense Claim ReceiptTriggers when you add a new draft expense claim receipt.Trigger
- New Sales InvoiceTriggers when you add a new sales invoice. (Accounts Receivable)Trigger
- Xero
Adds line items to an existing sales invoice.
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Action
- Xero
Creates a new Spend/Receive Money bank transaction.
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Action
- Xero
Transfers money between two bank accounts.
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Action
- Xero
Creates a new contact or updates a contact if a contact already exists.
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Action
- Xero
Creates a new quote draft.
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Action
- Xero
Creates a new credit note for a contact.
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Action
- Xero
Sends an invoice via email.
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Action
- Xero
Creates a new bill (Accounts Payable).
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Action
- Xero
Creates a new sales invoice (Accounts Receivable).
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Action
- Xero
Applies a payment to an invoice.
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Action
- Xero
Creates a new purchase order for a contact.
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Action
- Xero
Finds a contact by name or account number.
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Action
- Xero
Finds an invoice by number or reference.
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Action
- Xero
Finds or creates a specific contact.
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Action
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